Retirement Plan For Employees Of The Univ Of Miami — Form 5500 plan (University Of Miami)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Retirement Plan For Employees Of The Univ Of Miami is a benefit plan reported by University Of Miami under EIN 59-0624458 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,454 participants and $578,294,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Miami
- EIN
- 59-0624458
- Plan number
- 001
- Plan type
- 2
- Location
- Coral Gables, FL
- Latest filing year
- 2023
- Participants
- 5,454
- End-of-year plan assets
- $578,294,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,454 | H, C | 20250314134032NAL0022305969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $578,294,500
- Total liabilities (EOY)
- $9,808,896
- Net assets (EOY)
- $568,485,604
- Net assets (BOY)
- $568,135,956
Income & contributions
- Employer contributions
- $15,000,000
- Total contributions
- $15,000,000
- Total income / additions
- $47,616,045
Expenses & distributions
- Benefits paid
- $40,474,821
- Administrative expenses
- $6,791,576
- Total expenses
- $47,266,397
- Net increase / (decrease)
- $349,648
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,075,265 | not reported in the loaded dataset | 2023 |
| University Of Miami | NONE | $618,589 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital Ltd Partnership | NONE | $358,146 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates,LLC | NONE | $218,295 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co | NONE | $188,495 | not reported in the loaded dataset | 2023 |
| Logan Circle Partners, L.P. | NONE | $177,645 | not reported in the loaded dataset | 2023 |
| Nepc | NONE | $173,433 | not reported in the loaded dataset | 2023 |
| Northern Trust | TRUSTEE | $117,854 | $0 | 2023 |
| Wellington Trust Company | NONE | $97,681 | $0 | 2023 |
| Kpmg, Llp | NONE | $49,600 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | NONE | $8,925 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Miami
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Coral Gables, FL
- Willis Towers Watson Us LLC — Schedule C compensation
- University Of Miami — Schedule C compensation
- Arrowstreet Capital Ltd Partnership — Schedule C compensation
- Parametric Portfolio Associates,LLC — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- Logan Circle Partners, L.P. — Schedule C compensation
- Nepc — Schedule C compensation
- Northern Trust — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Kpmg, Llp — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation